Defined Benefit (Pension) · DOL Form 5500 · 2024

Lbk Enterprise LLC Dba Kellyco Agency Pension Plan

Data updated 2026-08-25

$386K
Total assets Small plan by assets
5
Participants Small participant base
16th
Percentile by assets National rank
$77,136
Avg per participant Below avg balance/head
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Official DOL plan name: Lbk Enterprise LLC Cash Balance Plan · Sponsored by Lbk Enterprise LLC Dba Kellyco Agency · California · Professional & Technical Services

$386K in assets, 5 participants

Lbk Enterprise LLC Dba Kellyco Agency's Lbk Enterprise LLC Cash Balance Plan reported $386K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 16th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,415 in Professional & Technical Services (20,173 peers)

Lbk Enterprise LLC Dba Kellyco Agency multi-year trail

Lbk Enterprise LLC Dba Kellyco Agency's plans moved +190.0% in assets from 2022 to 2024; this filing shows Lbk Enterprise LLC Cash Balance Plan at $386K / 5 participants.

#2,415
in Professional & Technical Services (20,173 peers)
+73.0%
assets growth YoY

Lbk Enterprise LLC Cash Balance Plan among the smaller filed plans by assets

Lbk Enterprise LLC Cash Balance Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$385,681 16th percentile higher than 16% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Lbk Enterprise LLC Cash Balance Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lbk Enterprise LLC Cash Balance Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lbk Enterprise LLC Cash Balance Plan reported net income rose from $4K in the plan year 2023 filing to $163K in the plan year 2024 filing.
  • Lbk Enterprise LLC Cash Balance Plan end-of-year assets rose from $223K in the plan year 2023 filing to $386K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 820936768 · Lbk Enterprise LLC Dba Kellyco Agency PY 2024 · Defined Benefit (Pension)

Lbk Enterprise LLC Cash Balance Plan · $386K · 5 · 16th

  • PCT $386K
  • EIN 5
  • RANK 16th
  • PHOTO Defined Benefit (Pension)
  • IND near Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan
  • EOY ind #2415

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in California →

Lbk Enterprise LLC Cash Balance Plan in the asset neighbourhood

Lipworth Diamond Corp. Cash Balance PlanLipworth Diamond Corp. Cash …$396KLbk Enterprise LLC Cash Balance PlanLbk Enterprise LLC Cash Bala…$386KThomas K. Manolis, D. D. S. , Ltd. Retirement Plan and TrustThomas K. Manolis, D. D. S. …$390KStella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement PlanStella Orton Home Care Agenc…$384KE & J Sales and Marketing, LLC Cash Balance PlanE & J Sales and Marketing, L…$371K
End-of-year total assets ($M) among Lbk Enterprise LLC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Lbk Enterprise LLC Dba Kellyco Agency multi-year asset trail

Sponsor-wide plan assets over time

All Lbk Enterprise LLC Dba Kellyco Agency plans reported in each filing year

Latest sponsor-wide plan assets
$1M 190.0140072990994% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $0.47M $1.36M ▲ +189.4%
Year Plans Participants Total Assets
2022 1 5 $470K
2023 2 11 $921K
2024 2 12 $1M

Lbk Enterprise LLC Dba Kellyco Agency filing trail (2024)

Total Assets (Beginning of Year)$223K
Net Assets (End of Year)$386K
Net Income$163K
Employer EIN820936768
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Lbk Enterprise LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Lbk Enterprise LLC Cash Balance Plan, Total assets ($B): 0.000385681 · Participants: 5Lbk Enterprise LLC Cash Balance PlanKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
Lbk Enterprise LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Lbk Enterprise LLC Cash Balance Plan side-by-side with 3 peers →

Lbk Enterprise LLC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan in NY ($384K); by covered participants it is Alan Tajerstein Pension Plan in NY (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lbk Enterprise LLC Cash Balance Plan assets move in 2024? ▼
Lbk Enterprise LLC Cash Balance Plan surged - up 73.0% during 2024, from $223K to $386K. Reported net income was $163K.
How have Lbk Enterprise LLC Dba Kellyco Agency plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lbk Enterprise LLC Dba Kellyco Agency's sponsor-wide assets grew 190.0%, from $470K to $1M.
Where does Lbk Enterprise LLC Cash Balance Plan rank by assets among Form 5500 filers? ▼
Lbk Enterprise LLC Cash Balance Plan ranks in the 16th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Lbk Enterprise LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan in NY ($384K, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Lbk Enterprise LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Alan Tajerstein Pension Plan in NY (5 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 820936768.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.